See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $494,351 | $138,385+257.2% | $184,200+168.4% | $80,874+511.3% |
| Participation rate | 93.8% | 83.9%+9.9pp | 86.8%+6.9pp | 67.6%+26.1pp |
| Annual return | 16.35% | 20.02%-3.7pp | 28.80%-12.4pp | 35.62%-19.3pp |
| Employer contribution / active EE | $5,840 | $4,849+20.4% | $6,424-9.1% | $2,756+111.9% |
| Participant deferral / active EE | $19,351 | $7,073+173.6% | $9,132+111.9% | $4,297+350.3% |
| Admin fee / account holder | $34,020 | $10,483+224.5% | $13,907+144.6% | $6,935+390.5% |